A Bit About Us
Our client is a selective, relationship-driven accounting firm in Irvine, California (Orange County) that serves high-net-worth individuals and large client groups with multiple entities. The team is not a traditional accounting firm: staff are relatable, polished, and personable, and act as a trusted financial partner to clients and their financial teams. The firm is deliberate about the clients and employees it takes on, and it is not a mill.
Why Join Us
- Salary range of $95,000 to $125,000, depending on experience
- Work with a selective client base rather than a high-volume, mill-style model
- Handle complex, high-level work including multi-state returns, multiple entity types, and complex trust returns
- Join a firm culture that is personable and professional, not stuffy or traditional
- Serve as a trusted financial partner to clients and their financial teams
- Collaborate daily with a tax team of peers in an in-office environment
- Streamlined interview process: a peer interview, a short conversation with the CEO, then an offer
Job Details
Key Responsibilities and Duties
- Prepare and review complex tax returns for high-net-worth individuals
- Handle multi-state returns across large client groups
- Manage returns for multiple entity types within the same client group
- Prepare complex trust returns
- Communicate directly with clients and their financial teams in a polished, personable way
- Act as a trusted financial partner, building lasting client relationships
- Work alongside the tax team of peers from the Irvine office
You Should Have Most of the Following
- Minimum of 4 years of experience in a CPA firm doing public accounting tax (not audit or bookkeeping)
- Active CPA license, or on the verge of licensure
- Experience with high-net-worth individual (HNI) tax returns
- Experience with multi-state returns and multiple entity types within large client groups
- Experience with complex trust returns
- Comfortable communicating with clients: relatable, polished, professional, and personable
- Ability to work in the Irvine office Monday through Friday
- Preferably a resident of Orange County (a deal breaker)
- Non-Big 4 background (Big 4 candidates will not be considered)